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[公司专区] 5062 HuaYang 华阳

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x 509
发表于 2012-1-14 16:03 | 显示全部楼层
华阳EPS一个quarter 比一个quarter 高。
这个quarter 不知能不能再创新高。

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x 509
发表于 2012-1-18 19:19 | 显示全部楼层
Revenue 和 Profit 都创新高 。 EPS减少因为上次给bonus的关系。

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x 123
发表于 2012-1-18 19:32 | 显示全部楼层
Financial Results
Reference No CA-120117-50664

Company Name
:
HUA YANG BERHAD
Stock Name
:
HUAYANG   
Date Announced
:
18/01/2012
Financial Year End
:
31/03/2012
Quarter
:
3
Quarterly report for the financial period ended
:
31/12/2011
The figures
:
have not been audited

Converted attachment :



Please attach the full Quarterly Report here:
3rd Qtr ended 31 12 11.pdf


Remark:




  • [url=]DEFAULT CURRENCY[/url]
  • [url=]OTHER CURRENCY[/url]




Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2011

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2011
31/12/2010
31/12/2011
31/12/2010
$$'000
$$'000
$$'000
$$'000
1Revenue
84,251
49,304
222,130
122,149
2Profit/(loss) before tax
19,781
10,356
53,928
22,753
3Profit/(loss) for the period
14,580
7,645
40,004
16,826
4Profit/(loss) attributable to ordinary equity holders of the parent
14,569
7,681
39,946
16,904
5Basic earnings/(loss) per share (Subunit)
10.12
5.33
27.74
11.74
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00








AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.7700
2.0500

Remarks :



Definition of Subunit:
In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:

Country Base Unit Subunit
Malaysia Ringgit Sen
United States Dollar Cent
United Kingdom Pound Pence

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x 509
发表于 2012-1-18 19:37 | 显示全部楼层
"total unbilled sales of RM505.185 million"

Revenue 才 RM84 million. 连续6个quarter保证有10sen 以上EPS。

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x 509
发表于 2012-1-18 20:43 | 显示全部楼层
Hua Yang 3Q earnings up 90% to RM14.57m, unbilled sales at RM505m

KUALA LUMPUR (Jan 18): HUA YANG BHD earnings jumped 90% to RM14.57 million in the third quarter ended Dec 31, 2011 from RM7.68 million a year ago underpinned by better sales of its homes. It also recorded unbilled sales of RM505 million.

It said on Wednesday its revenue rose 70.8% to RM84.25 million from RM49.30 million while earnings per share were 10.12 sen versus 5.33 sen.

Chief financial officer, May Chan said total sales achieved for the third quarter was RM175 million, an increase of 141% from a year ago.

For the nine-month period, the property company chalked up strong growth in earnings and revenue.

Its earnings rose 136% to RM39.94 million from RM16.90 million in the previous corresponding period while its revenue increased 81.8% to RM222.13 million from RM122.15 million.

Chan said the strong financial performance was due to better sales achieved for phases under development and steady recognition of CONSTRUCTION progress. There was a strong demand for its projects nationwide, she added.

“Our homes in the Klang Valley, Ipoh and Johor have received positive response from the mass, middle-income segment consisting of first-time homebuyers and up-graders. The My First Home Scheme (MFHS) has also contributed to sales, particularly for our projects outside of the Klang Valley,” she said.

Cumulative sales for the period stood at RM451 million, surpassed the sales of RM310 million in FY ended March 31, 2011.

“With unbilled sales for the financial quarter standing at approximately RM505 million, we are confident of improved earnings visibility for the group going forward. We will continue to strive for a stronger finish in our next financial quarter,” said Chan.

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x 9
发表于 2012-1-18 22:08 | 显示全部楼层
我发现到它每个quarter的收入都非常稳定。

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x 509
发表于 2012-1-19 00:27 | 显示全部楼层
Hua Yang posts higher Q3 results

Hua Yang Bhd's pre-tax profit for the first nine months of its financial year ending March 31, 2012 rose to RM53.928 million from RM22.753 million registered during the same period last financial year.

Revenue for the nine-month period also grew to RM222.130 million from
RM122.149 million previously.

For its third quarter ended Dec 31, 2011, the company posted a pre-tax
profit of RM19.781 million, a growth from RM10.356 million recorded the previous year.

Revenue for the three-month period was also up to RM84.251 million from
RM49.304 million in the corresponding quarter last year.

In a statement today, the property developer said the strong financial
results were due to better sales achieved for phases under development and
steady recognition of construction progress.

"We have seen strong demand for our projects nationwide. "Our homes in Klang Valley, Ipoh and Johor have received positive response from the mass, middle-income segment consisting of first-time homebuyers and
up-graders," Hua Yang Chief Financial Officer May Chan said.

She said with unbilled sales for the financial quarter standing at
approximately RM505 million, the company was confident of improved earnings visibility for the group going forward.

"We will continue to strive for a stronger finish in our next financial
quarter," Chan said. -- Bernama

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x 47
发表于 2012-1-19 01:36 | 显示全部楼层
上一季report出来时 总eps已经有23.50了
这一季10.12eps,总数加起来应该有33.62吧?
为什么只是27.74的?有谁知道怎么得到27.74?

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x 336
发表于 2012-1-19 13:03 | 显示全部楼层
回复 55# seiwei


    看45, bonus 了3送1

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x 123
发表于 2012-1-19 13:13 | 显示全部楼层
哈哈目前观察的股项大概30只左右  
有的是危城,拥有豺狼的,一不小心就被吃掉,所以 ...
kingsimon 发表于 2012-1-19 13:09



    King兄挖宝藏的能力真的是很厉害
有分享出来的股项全部都是盈利有改善的,而且,股价还会上涨

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x 231
发表于 2012-1-19 13:40 | 显示全部楼层
King兄挖宝藏的能力真的是很厉害
有分享出来的股项全部都是盈利有改善的,而且,股价 ...
3326 发表于 2012-1-19 13:13



   
只是巧合  

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x 474
发表于 2012-1-19 14:57 | 显示全部楼层
华阳净利增89%
财经新闻财经 2012-01-19 13:06

(吉隆坡18日讯)截至2011年12月31日财年第3季,华阳(HuaYang,5062,主板产业股)净利增长接近一倍至1456万9000令吉,即较上财年同期的768万1000令吉增89.7%。

该公司文告指出,合计3季净利为3994万6000令吉,较上财年同期的1690万4000令吉增136.3%。

单季营业额从上财年同期的4930万4000令吉扬70.9%,报8425万1000令吉。9个月累计为2亿2213万令吉,较上财年同期增81.9%。

税前盈利则从上财年的1035万6000令吉,增91%至1978万1000令吉。累计3季为5392万8000令吉,较上财年同期的2275万3000令吉增137%。

华阳当季每股盈利从上财年同期的5.33仙,下滑4.79仙至10.12仙。合计9个月为27.74仙,较上财年同期的11.74仙扬16仙。

http://www.nanyang.com/node/415177?tid=462

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x 126
发表于 2012-1-19 17:00 | 显示全部楼层
华阳当季每股盈利从上财年同期的5.33仙,下滑4.79仙至10.12仙。合计9个月为27.74仙,较上财年同期的11.74仙扬16仙。

应该是上升吧。。。。。

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x 509
发表于 2012-1-19 20:46 | 显示全部楼层
施工进展稳定销售良好 华阳全年业绩表现更出色

二零一二年一月十九日 晚上七时二十六分

(吉隆坡19日讯)华阳有限公司(HUAYANG,5062,产业组)至今完成超过12亿令吉发展计划,为社区提供负担得起房屋的发展商华阳集团,日前向大马股票交易所呈报第三季度业绩,再次交出亮丽的表现。

该集团在截至2011年12月31日的第三季度达到8425万1000令吉的收入,税前盈利与税后盈利则分别取得1978万1000令吉与1458万令吉。

与上个财政年的同季度比较(2010年12月31日),集团的收入成长了71%,税前盈利和税后盈利都提高了91%。

此外,华阳集团截至2011年12月31日的9个月累积收入已达到2亿2213万令吉,所累积的税前盈利和税后盈利分别是5392万8000令吉和4000万40000令吉;累积收入比上个财政年的同季度高出82%,税前盈利和税后盈利则分别成长137%和138%。

优异的业绩表现主要源于一些仍在发展的计划取得更良好的销售与稳定的施工进展。

首席财务员陈晓梅表示:“我们在全国各地的计划都出现强劲的需求,在巴生谷、怡保和柔佛的房屋发展计划都获得普罗大众和中产阶级的积极反应,他们主要是首次购屋者和有意提升房屋的人士。”

第三季度取得的销量达到1亿7500万令,比去年同时期增长141%。这9个月的累积销售量达4亿5100万令吉,超过上个财政年的全年总销售量3亿1000万令吉(截至2011年3月31日)。

陈晓梅指出:“随着本季度的未入账销售额达到约5亿500万令吉,我们非常有信心能进一步提高集团接下来的财务表现。我们会继续积极努力,使下个季度的表现更出色。”

截至2011年12月31日,该集团的每股收入是27.74仙,资产负债比例则维持在0.38的水平。

华阳集团将继续成为兴建负担得起房屋的领先发展商,为全国各地的中产阶级人口提供房屋,所推出的房屋售价一般是介于9万至40万令吉。

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x 509
发表于 2012-1-20 18:48 | 显示全部楼层
本帖最后由 opteron82 于 2012-1-20 18:53 编辑

TA SECURITIES research report.



Review
Hua Yang’s 9MFY12 core earnings came in at 71.2% of our full-year
estimates and 78% of consensus forecast. However, we consider this
within our expectations as we project 4QFY12 to grow strong QoQ and
YoY, underpinned by the record level of unbilled sales.

9MFY12 core net profit surged 136% YoY driven by 1) higher progress
billing with 82% YoY growth in revenue; 2) margin improvement due to
better product mix; and 3) land sales gain of RM3mn. Pre-tax margin has
increased 5.8%-pts YoY to 24.3%.

QoQ, 3QFY12 net profit grew 4.8% mainly driven by higher revenue.

Impact
No change to our FY12-14 earnings estimates. We continue to project
Hua Yang to chalk up new sales of RM494-518mn for FY13-14.

Outlook
For this quarter, Hua Yang chalked up new sales of RM175mn mainly
from the Gardenz series of serviced apartments within One South
development after converting close to 71% of the booking into real sales.
This has boosted the total YTD new sales to RM451mn and unbilled sales
to RM505mn.

In term of new launch, the management has previously guided that SOHO
units within the One South development and serviced suites at Desa
Pandan are slated for launch by March 2012. In addition, another
serviced apartment project in Shah Alam is targeted for launch by June
2012.

We expect Hua Yang to announce some land purchase deals by 1H2012
to replenish its landbank. This cost is estimated at RM20mn/deal based
on past record. Based on the group’s total net debt of RM95mn or a net
gearing level of 0.4x as at Sep-11, we expect the group to tap on equity
financing to avoid overstretching its balance sheet.

Valuation
Maintain our target price at RM1.68/share, based on unchanged 4x CY12
EPS. We continue to like Hua Yang despite the current negative market
sentiment on the industry. We believe Hua Yang’s sales are insulated
from rising external macro risk factors as demand for affordable
properties are less prone to economic shocks. Maintain Buy.

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x 36
发表于 2012-1-21 07:59 | 显示全部楼层
華陽銷售5億前景俏          2012-01-20 18:16       
                                                                                   

(吉隆坡20日訊)華陽(HUAYANG,5062,主板產業組)在經歷連續2年爆炸性銷售成長後,我們認為該公司如今已憑著每年約5億令吉的銷售表現,晉身成更高層次發展商,無論如何,為進一步刺激未來成長,該公司放眼進一步在2013年推出8億令吉新產業計劃。

華陽旗下旗艦發展計劃“One South”,貢獻了2012財政年9個月銷售的75%,此外,我們發現該公司位於霹靂大學城斯里依斯干達的住宅單位需求自特易購(Tesco)霸級市場開張後呈上揚趨勢,華陽位於當地的住宅城鎮發展計劃料從中得益。

最重要的是,該公司強勢銷售表現顯示國內可負擔房屋需求確實沒有受全球動盪太大衝擊;至於未來產業計劃,我們估計Desa Pandan發展計劃將成為另一亮點,有關計劃共將推出430個服務單位,總值1億6千萬令吉。(星洲互動)


http://www.sinchew-i.com/node/270674?tid=5

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x 126
发表于 2012-1-21 08:08 | 显示全部楼层
1.68 only.....still not pe5 .......
if pe 5+ should over 2 dolllar .
i guest 7-8 will giving dividend high then 10sen.
if may result out more nice or eps can stand over 10, mean all year got 40 sen
this stock u keep long term can gain double back or more.
i hope this stock short term can adjust back some give me chance buy in more~~

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x 509
发表于 2012-1-22 12:35 | 显示全部楼层
TA SECURITIES research report ( 20 Jan 2012)



Key takeaways
1. Sales momentum continues to be strong;
2. RM803mn new launches for FY13; and
3. Strong earnings visibility over the next two years.

Sales momentum continues to be strong
After registering an exponential growth in sales over the past two years (see
Chart 1), we see Hua Yang as a different animal now with yearly sales close to
RM500mn. Up to 9MFY12 ended Dec-11, the company has secured new sales of
RM451.2mn, thanks to the overwhelming response to its flagship project
namely One South in the Klang Valley which has contributed up to 75% of
9MFY12 sales. Elsewhere, we also see the surge in demand for residential units
in Bandar Universiti Seri Iskandar after the opening of Tesco Hypermarket in
Nov-11. More importantly, this strong sales performance substantiates that
demand for affordable housing is less affected by the global uncertainties. Note
that the selling price of a single-storey terrace house ranges from RM130k-
280k/units in Bandar Universiti Seri Iskandar.

RM803mn new launches for FY13
Despite the decent sales performance, Hua Yang is not resting on laurels and
has planned to roll out RM803mn new launches in FY13 to fuel future earnings
growth (see Table 1). Of this, we expect Desa Pandan development to be
another star performer given the strategic location right behind the Royal
Selangor Golf Club. According to management, Desa Pandan project will house
430 serviced apartments with built up areas ranging from 500-1000sf. Based
on the estimated GDV of RM160mn, the average selling price per unit works out
to be RM370k/unit which is well within a context of affordable range. Note that
the company has garnered 300 registered interest over a month when the
online registration started in Nov-11.

Strong earnings visibility over the next two year
The group has unbilled sales of RM505mn which is 1.6x our estimated FY12
revenue. In term of breakdown, the bulk of the unbilled sales of approximately
77% or RM387mn came from One South. In term of construction progress on
One South, phase 1 (38% completion) is expected to run at swing and phase 2
(9% completion) will reach the significant billing stage in FY13. Meanwhile,
phase 3 is undergoing land clearing and filling process now and the piling work
is expected to start after the Chinese New Year. The steady progress in
construction would support our estimated FY13-14 earnings growth of 11%
and 18% respectively.

Valuation
Maintain our target price at RM1.68/share, based on an unchanged 4x CY12
EPS. Given the potential upside of 27%, we reiterate our Buy recommendation
on Hua Yang.

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发表于 2012-1-23 00:51 | 显示全部楼层
WILSON & YOLK research report (18 Jan 2012)
Target Price RM1.98


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发表于 2012-1-23 18:03 | 显示全部楼层
收集一些资料和做了一些预测, 如有错请纠正。

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